Civic Intelligence

California Forward Action Fund

EIN 26-0566442 • 501(c)4 • Sacramento, CA

Profile

The california forward action fund strives to improve the quality of life for all californians by advocating for policies that create inclusive, sustainable growth and improved government at the state and local levels. The action fund is the advocacy arm of california forward (ca fwd).

1121 L Street Suite 802Sacramento, CA 95814

cafwd-action.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-25%

Higher net margin than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-42%

Faster asset growth than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-92%

Faster revenue growth than 7% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$4,354

Down $3,120 (-42%) from 2024

Liabilities

Down

$0

Down $82 (-100%) from 2024

Net Assets

Down

$4,354

Down $3,038 (-41%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Down

$12,000

Down $141,500 (-92%) from 2024

Expenses

Down

$15,038

Down $216,641 (-94%) from 2024

Net Income

Up

-$3,038

Up $75,141 (+96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2015: $3,325Liabilities 2015: $4,243Net Assets 2015: -$9182015Assets 2016: $12,689Liabilities 2016: $7,441Net Assets 2016: $5,2482016Assets 2021: $6,973Liabilities 2021: $0Net Assets 2021: $6,9732021Assets 2022: $67,113Liabilities 2022: $10,000Net Assets 2022: $57,1132022Assets 2023: $128,238Liabilities 2023: $42,667Net Assets 2023: $85,5712023Assets 2024: $7,474Liabilities 2024: $82Net Assets 2024: $7,3922024Assets 2025: $4,354Liabilities 2025: $0Net Assets 2025: $4,3542025

Highlighted filing

2025

Assets$4,354
Liabilities$0
Net Assets$4,354
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $75,438Expenses 2015: $96,858Net Income 2015: -$21,4202015Revenue 2016: $12,025Expenses 2016: $5,859Net Income 2016: $6,1662016Revenue 2021: $172,000Expenses 2021: $171,350Net Income 2021: $6502021Revenue 2022: $230,000Expenses 2022: $179,860Net Income 2022: $50,1402022Revenue 2023: $410,000Expenses 2023: $381,542Net Income 2023: $28,4582023Revenue 2024: $153,500Expenses 2024: $231,679Net Income 2024: -$78,1792024Revenue 2025: $12,000Expenses 2025: $15,038Net Income 2025: -$3,0382025

Highlighted filing

2025

Revenue$12,000
Expenses$15,038
Net Income-$3,038
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,354
Liabilities
$0
Net assets
$4,354
Revenue
$12,000
Expenses
$15,038
Net income
-$3,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.12$0.15$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.54$2.32$0.78
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.43$0.86$4.10$3.82$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.57$2.30$1.80$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.72$1.71$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.05$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.04$0.01$0.75$0.97$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.5
Gross Receipts
$12,000
Mission and Program Overview

Mission

The california forward action fund strives to improve the quality of life for all californians by advocating for policies that create inclusive, sustainable growth and improved government at the state and local levels. The action fund is the advocacy arm of california forward (ca fwd).

Program Services

DescriptionGrantsExpenses
SUPPORTED CONVENINGS, COLLABORATION, AND POLICY ENGAGEMENT ON SPECIFIC REGIONAL AND STATEWIDE ISSUES INCLUDING ECONOMIC DEVELOPMENT, WORKFORCE, HOUSING, WILDFIRE, AND INFRASTRUCTURE.$0$14,556
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE GORDONPresident & CEO-$0--
BILL SHIREMANTreasurer And Secretary-$0--
DAVE REGANBoard Member-$0--
ROGER DICKENSONBoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
California Forward Action Fund
EIN
26-0566442
Phone
9164910022
Address
1121 L STREET SUITE 802, SACRAMENTO, CA 95814

Signing Officer

Name
Kate Gordon
Title
President & CEO
Phone
9164910022
Signed
2026-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: political consultants. Amount: 3,150. Description: office operations. Amount: 10,126. Description: reimbursement of payroll costs to related entity. Amount: 1,762. Total to form 990-ez, line 16: 15,038.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 382.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 82. End of year amount: 0.”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum09162441500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01121 L STREET SUITE 802
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07474
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IRS990EZ/ExcessOrDeficitForYearAmt0-3038
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt04354
IRS990EZ/GrossReceiptsAmt012000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07392
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SHIREMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROGER DICKENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0382
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015038
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CALIFORNIA FORWARD ACTION FUND STRIVES TO IMPROVE THE QUALITY OF LIFE FOR ALL CALIFORNIANS BY ADVOCATING FOR POLICIES THAT CREATE INCLUSIVE, SUSTAINABLE GROWTH AND IMPROVED GOVERNMENT AT THE STATE AND LOCAL LEVELS. THE ACTION FUND IS THE ADVOCACY ARM OF CALIFORNIA FORWARD (CA FWD).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED CONVENINGS, COLLABORATION, AND POLICY ENGAGEMENT ON SPECIFIC REGIONAL AND STATEWIDE ISSUES INCLUDING ECONOMIC DEVELOPMENT, WORKFORCE, HOUSING, WILDFIRE, AND INFRASTRUCTURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014556
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015038
IRS990EZ/TotalProgramServiceExpensesAmt014556
IRS990EZ/TotalRevenueAmt012000
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/WebsiteAddressTxt0CAFWD-ACTION.ORG
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: POLITICAL CONSULTANTS. AMOUNT: 3,150. DESCRIPTION: OFFICE OPERATIONS. AMOUNT: 10,126. DESCRIPTION: REIMBURSEMENT OF PAYROLL COSTS TO RELATED ENTITY. AMOUNT: 1,762. TOTAL TO FORM 990-EZ, LINE 16: 15,038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 82. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
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ReturnHeader/Filer/PhoneNum09164910022
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
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ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA H WILLIAMS
ReturnHeader/ReturnTs02026-02-26T14:06:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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